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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
1301
Retirement Guys Formula
Ohio
$1.25M +$1.17M +6,122 New
MSFS
1302
Main Street Financial Solutions
Pennsylvania
$1.25M +$330K +1,722 +39%
CIAS
1303
Capital Investment Advisory Services
North Carolina
$1.24M +$213K +1,113 +22%
VAM
1304
Virtue Asset Management
Illinois
$1.24M +$1.17M +6,100 New
FWIA
1305
Fort Washington Investment Advisors
Ohio
$1.23M +$386K +2,015 +50%
I
1306
INVST
Indiana
$1.23M +$8.61K +45 +0.7%
GC
1307
Guidance Capital
Kentucky
$1.23M +$38.5K +201 +4%
WF
1308
WinCap Financial
Massachusetts
$1.23M +$45.9K +240 +4%
OFS
1309
OneAscent Financial Services
Alabama
$1.23M +$502K +2,625 +77%
BCM
1310
Becker Capital Management
Oregon
$1.23M -$3.83K -20 -0.3%
MWM
1311
Modern Wealth Management
Kansas
$1.22M +$42.3K +221 +4%
BTI
1312
Blue Trust Inc
Georgia
$1.22M +$304K +1,589 +36%
CCG
1313
Ceeto Capital Group
Florida
$1.22M +$1.15M +6,000 New
CCM
1314
Cinctive Capital Management
New York
$1.22M +$1.15M +6,001 New
TS
1315
Triglav Skladi
Slovenia
$1.22M – – –
EP
1316
Essential Partners
California
$1.22M -$21.2K -111 -2%
PWP
1317
Private Wealth Partners
California
$1.22M +$101K +529 +10%
FMN
1318
Financial Management Network
California
$1.22M +$113K +592 +12%
UIM
1319
Unified Investment Management
Georgia
$1.21M -$12.4K -65 -1%
PVM
1320
Palogic Value Management
Texas
$1.21M +$272K +1,419 +32%
HNB
1321
Hilltop National Bank
Wyoming
$1.2M -$2.87K -15 -0.3%
EWM
1322
Evermay Wealth Management
Virginia
$1.19M +$43.3K +226 +4%
AFAS
1323
Acorn Financial Advisory Services
Virginia
$1.19M -$22K -115 -2%
TCM
1324
Twin Capital Management
Pennsylvania
$1.19M +$1.12M +5,850 New
ZI
1325
ZEGA Investments
Florida
$1.19M -$933K -4,875 -45%
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